GREEN FAMILY FOUNDATION INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- GREEN FAMILY FOUNDATION INC (EIN 20-4256553)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-15
- IRS object ID
- 202611359349102461
- Schema version
- 2025v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-15T10:33:11-05:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330996661 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANNIBLE & MCKEE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 221 SOUTH WARREN ST | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 13202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 204256553 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN FAMILY FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GREE | BusinessNameControlTxt |
| Phone | 9415384013 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9726 53RD DR EAST | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342113760 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DONALD GREEN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 9415384013 | PhoneNum |
| Signature | 2026-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHANNON T FORKIN CPA | PreparerPersonNm |
| PTIN | P00973625 | PTIN |
| Phone | 3154729127 | PhoneNum |
| Preparation | 2026-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,106,908 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $97,794 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $96,036 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $440,624 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $440,624 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $597,729 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $5,179,802 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $549,131 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,136,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,085,791 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $237,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $118,500 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $118,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $12,000 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $6,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $6,000 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $24,575 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,431 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,144 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,250 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,250 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $2,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $61 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,514 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $14,257 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $14,257 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $7,307 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,654 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $3,653 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $373,207 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $222,092 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $148,615 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $843,846 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $843,846 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,217,053 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $222,092 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $992,461 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$80,906 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $863,699 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $130,923 | CashBOYAmt |
| Cash EOY | $304,864 | CashEOYAmt |
| Cash EOYFMV | $304,864 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $211,058 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $325,876 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $325,876 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,457,411 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,543,202 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,543,202 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $17,862,743 | CorporateStockBOYAmt |
| Corporate Stock EOY | $18,482,348 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,482,348 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $482,292 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $450,618 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $450,618 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $20,144,427 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,106,908 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,106,908 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $20,144,427 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $21,106,908 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $20,144,427 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $21,106,908 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $20,144,427 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $21,106,908 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $20,144,427 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$80,906 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,043,387 | OtherIncreasesAmt |
| Subtotal | $21,106,908 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $21,106,908 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY 9932 | P | $3,483,582 | $3,472,400 | $11,182 | $11,182 |
| PUBLICLY TRADED SECURITIES - PERSHING 6103 | P | $620,068 | $458,200 | $161,868 | $161,868 |
| PUBLICLY TRADED SECURITIES - MORGAN STANLEY 5770 | P | $68 | $71 | -$3 | -$3 |
| PUBLICLY TRADED SECURITIES - VANGUARD 7218 | P | $638,509 | $700,000 | -$61,491 | -$61,491 |
| CAPITAL GAINS DIVIDENDS | P | $437,575 | $437,575 | $437,575 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $549,131 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,005 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,005 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,005 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,447 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,447 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $205 | EsPenaltyAmt |
| Tax Due | $1,763 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NJ | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | DONALD GREEN TREASURER | IndividualWithBooksNm |
| Phone | 9415384013 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9726 53RD DR E | AddressLine1Txt |
| City | BRADENTON | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 342113760 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| DONALD J GREEN | ||||||||
| 9726 53RD DR E | BRADENTON | FL | 342113760 | TREASURER | 15.00 | $49,500 | $0 | $0 |
| LOUISE ANN GREEN LALUMIA | ||||||||
| 17 DUTCHESS LANE | DAYTON | NJ | 08810 | PRESIDENT | 5.00 | $37,500 | $0 | $0 |
| JEFFREY B SCHEER | ||||||||
| ONE LINCOLN CENTER | SYRACUSE | NY | 132021355 | SECRETARY | 10.00 | $37,500 | $0 | $0 |
| DONNA GREEN BURGMAYER | ||||||||
| 6 COTTONWOOD COURT | LAFAYETTE HILL | PA | 19444 | VICE-PRESIDENT | 5.00 | $37,500 | $0 | $0 |
| DAVID BURGMAYER | ||||||||
| 6 COTTONWOOD COURT | LAFAYETTE HILL | PA | 19444 | OFFICER | 5.00 | $37,500 | $0 | $0 |
| BARBARA KYLE | ||||||||
| 3 GREENTREE COURT | EGG HABOUR TWP | NJ | 08234 | OFFICER | 5.00 | $37,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $20,395,560 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $419,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $20,815,556 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $20,815,556 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $312,233 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $20,503,323 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,025,166 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,025,166 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,005 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,005 | TotalTaxAmt |
| Distributable Before Adj | $1,013,161 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,013,161 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,013,161 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $992,461 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $992,461 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,013,161 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $830,419 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $992,461 | QualifyingDistributionsAmt |
| Applied To Year1 | $830,419 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $162,042 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $851,119 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JEFFREY B SCHEER ESQ | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LINCOLN CENTER | AddressLine1Txt |
| City | SYRACUSE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 132021355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3152188286 | RecipientPhoneNum |
| Form And Info And Materials | FILLED OUT GRANT APPLICATION, DETAILED PROJECT BUDGET INCLUDING CONTINGENCY PLAN IF THE FUNDS ARE NOT RECEIVED, CURRENT BUDGET INCLUDING IN-KIND SERVICES AND VOLUNTEER HOURS, A LIST OF THE CURRENT BOARD OF DIRECTORS INCLUDING BUSINESS ADDRESSES AND OCCUPATIONS, THE MOST RECENT AUDITED FINANCIAL REPORT, AND A COPY OF THE ORGANIZATION'S 501(C)(3) DETERMINATION LETTER. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GRANT APPLICATION BY AUGUST 31ST, FOUNDATION'S DECISION BY DECEMBER 31ST. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANT APPLICATIONS MUST BE CONSISTENT WITH THE FOUNDATION'S MISSION STATEMENT AND BE SUBMITTED FOR ONE OF THE FOLLOWING CATEGORIES: 1. CAPITAL OR START-UP FUNDING FOR EDUCATIONAL, CULTURAL, ARTISTIC, HEALTH AND WELLNESS AND OTHER SOCIAL SERVICE INITIATIVES; OR 2. CAPITAL OR START-UP FUNDING FOR AFTER-SCHOOL, WEEKEND, OR SUMMER PROGRAMS FOR YOUTHS AND FAMILIES. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE FOR REFUGEES | ||||||||
| 20 SCHALKS CROSSING ROAD | PLAINSBORO | NJ | 08536 | NONE | PC | IMMIGRANT ACCESS INITIATIVE | $5,000 | |
| BALTIMORE WOODS NATURE CENTER INC | ||||||||
| 4007 BISHOP HILL ROAD - POB 133 | MARCELLUS | NY | 13108 | NONE | PC | BALTIMORE WOODS NATURE IN THE CITY PROGRAM | $15,000 | |
| BROOKLYN COMMUNITY HOUSING & SERVICES (BCHS) | ||||||||
| 105 CARLTON AVENUE | BROOKLYN | NY | 11205 | NONE | PC | SERVICES FOR CHILDREN WITH AUTISM AT ARBOR INN | $15,000 | |
| CRADLE OF HOPE | ||||||||
| 1657 THE FAIRWAY 140 | JENKINTOWN | PA | 19046 | NONE | PC | FACILITY UPGRADES PROJECT | $18,339 | |
| DANNY'S HOUSE | ||||||||
| 45 WEST UPSAL STREET | PHILADELPHIA | PA | 19119 | NONE | PC | STRENGTHENING URBAN COMMUNITIES BY CREATING ECONOMIC SELF-SUFFICIENCY | $20,000 | |
| DAWN'S PLACE | ||||||||
| PO BOX 48253 | PHILADELPHIA | PA | 19129 | NONE | PC | TRAUMA-INFORMED TRAINING AND CAPITAL UPDATES | $23,296 | |
| ELMCREST CHILDREN'S CENTER | ||||||||
| 960 SALT SPRINGS ROAD | SYRACUSE | NY | 13224 | NONE | PC | TRANSITION TO INDEPENDENCE PROGRAM | $30,000 | |
| GLOBAL YOUTH TRANSFORMATION INITIATIVE INC | ||||||||
| 407 W STATE STREET | TRENTON | NJ | 08618 | NONE | PC | LEAD THE CHANGE: TRENTON TEENS TRANSFORMING COMMUNITIES | $25,000 | |
| GOOD GRIEF INC | ||||||||
| 38 ELM STREET | MORRISTOWN | NJ | 07960 | NONE | PC | GOOD GRIEF GROUPS CURRICULUM REFRESH | $27,000 | |
| HEARTS AND HOMES MINISTRIES INC | ||||||||
| 30 NORTH MAIN STREET SUITE 101 | CRANBURY | NJ | 08512 | NONE | PC | FURNISHING FRESH STARTS | $25,000 | |
| JEWISH HOME OF CNY INC | ||||||||
| 4101 EAST GENESEE STREET | SYRACUSE | NY | 13214 | NONE | PC | TECHNOLOGY ENHANCEMENTS AND UPGRADES | $27,500 | |
| LIGHT OPERA OF NEW JERSEY INC | ||||||||
| PO BOX 420 | BASKING RIDGE | NJ | 07920 | NONE | PC | OPERA FOR ALL CONTINUATION AND EXPANSION | $10,000 | |
| MAKE-A-WISH FOUNDATION OF CENTRAL NEW YORK | ||||||||
| 5005 CAMPUSWOOD DRIVE | EAST SYRACUSE | NY | 13057 | NONE | PC | STAFF & VOLUNTEER COMPUTER UPGRADE | $28,000 | |
| MARY'S PLACE BY THE SEA | ||||||||
| PO BOX 86 | OCEAN GROVE | NJ | 07756 | NONE | PC | HOUSE AUTOMATION AND SECURITY SYSTEMS | $22,855 | |
| MENORAH PARK GROUP RESDIENCE | ||||||||
| 4101 EAST GENESEE STREET | SYRACUSE | NY | 13214 | NONE | PC | REPLACEMENT AND UPGRADE OF ELECTRICAL SYSTEM | $15,000 | |
| MERCY WORKS INC | ||||||||
| 1221 SOUTH SALINA STREET | SYRACUSE | NY | 13202 | NONE | PC | SYNERGY LEADERSHIP DEVELOPMENT INTERSHIP PROGRAM | $25,000 | |
| MOVE OVER BREAST CANCER INC | ||||||||
| 48 FLEMING WAY | PRINCETON | NJ | 08540 | NONE | PC | SILVER LININGS | $35,000 | |
| OCEAN GROVE CAMP MEETING ASSOCIATION | ||||||||
| 54 PITMAN AVENUE PO BOX 248 | OCEAN GROVE | NJ | 07756 | NONE | PC | CHOIR FESTIVAL / SACRED MASTERWORK | $25,000 | |
| ON POINT FOR COLLEGE INC | ||||||||
| 224 HARRISON STREET SUITE 603 | SYRACUSE | NY | 13202 | NONE | PC | GAP SCHOLARSHIPS FOR STUDENTS | $25,000 | |
| OPERATION WARRIOR RESOLUTION | ||||||||
| 242 S WASHINGTON BLVD 130 | SARASOTA | FL | 34235 | NONE | PC | VETERANS WELLNESS CENTER TRANSFORMING MENTAL AND PHYSICAL HEALTH | $47,215 | |
| PAIGE'S CHILDHOOD CANCER FUND | ||||||||
| 50 PRESIDENTIAL PLAZA SUITE LL-3 | SYRACUSE | NY | 13202 | NONE | PC | HELP FOR LOCAL CHILDREN AND FAMILIES FIGHTING CANCER | $15,000 | |
| PRINCETON ALLIANCE CHURCH DBA HE CARES WE CARE | ||||||||
| 20 SCHALKS CROSSING ROAD | PLAINSBORO | NJ | 08536 | NONE | PC | THE PANTRY & CARS MINISTRY | $9,641 | |
| RAMAH NEW ENGLAND | ||||||||
| 1206 BOSTON PROVIDENCE HIGHWAY | NORWOOD | MA | 02062 | NONE | PC | CAPITAL CAMPAIGN TO REBUILD THE HEALTH CENTER | $50,000 | SUITE 201 |
| SYRACUSE STAGE | ||||||||
| 820 E GENESEE STREET | SYRACUSE | NY | 13210 | NONE | PC | YEAR ROUND THEATER AT LA CASITA | $10,000 | |
| THE PHILADELPHIA PROJECT | ||||||||
| 8230 RIDGE AVE | PHILADELPHIA | PA | 19128 | NONE | PC | HOME REPAIR MINISTRY | $20,000 | |
| THE SALVATION ARMY - ARTS MINISTRIES BUREAU | ||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | NONE | PC | TERRITORIAL ARTS MINISTRIES CONSERVATORY (TAMC) | $20,000 | |
| THE SALVATION ARMY - ASBURY PARK CORPS | ||||||||
| 605 ASBURY AVENUE | ASBURY PARK | NJ | 07712 | NONE | PC | MUSIC & ART'S PROGRAM ENHANCEMENT | $10,000 | |
| THE SALVATION ARMY - ATLANTIC CITY | ||||||||
| 22 S TEXAS AVENUE | ATLANTIC CITY | NJ | 08401 | NONE | PC | AC CORPS HEAT PUMP REPLACEMENT | $27,000 | |
| THE SALVATION ARMY - CARBONDALE SERVICE CENTER | ||||||||
| PO BOX 304 | WHITE MILLS | PA | 18473 | NONE | PC | JOURNEY OF HOPE / EMERGENCY RELIEF SERVICES | $15,000 | |
| THE SALVATION ARMY - FOREST CITY SERVICE CENTER | ||||||||
| PO BOX 304 | WHITE MILLS | PA | 18473 | NONE | PC | JOURNEY OF HOPE / EMERGENCY RELIEF SERVICES | $15,000 | |
| THE SALVATION ARMY - FUTURE ALL STARS | ||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | NONE | PC | FUTURE ALL-STARS WEEKEND / BAND & CHORUS CONVOCATION | $25,000 | |
| THE SALVATION ARMY - MILFORD SERVICE UNIT | ||||||||
| PO BOX 304 | WHITE MILLS | PA | 18473 | NONE | PC | JOURNEY OF HOPE / EMERGENCY RELIEF SERVICES | $15,000 | |
| THE SALVATION ARMY - MUSIC DEPARTMENT | ||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | NONE | PC | SINGING STARS 2026 / BAND & CHORUS CONVOCATION | $25,000 | |
| THE SALVATION ARMY - ORANGE COUNTY | ||||||||
| 10200 PIONEER ROAD | TUSTIN | CA | 92782 | NONE | PC | ANTI-TRAFFICKING SERVICES | $20,000 | |
| THE SALVATION ARMY - RENOVO SERVICE CENTER | ||||||||
| PO BOX 189 | RIVERSIDE | PA | 17868 | NONE | PC | JOURNEY OF HOPE / EMERGENCY RELIEF SERVICES | $15,000 | |
| THE SALVATION ARMY - STAR LAKE MUSICAMP | ||||||||
| 440 WEST NYACK ROAD | WEST NYACK | NY | 10994 | NONE | PC | BUDD / STREHLE / ROYALE PROGRAM STAFF CHAIR SCHOLARSHIP SLMC | $5,000 | |
| THE SALVATION ARMY - TAMAQUA SERVICE CENTER | ||||||||
| PO BOX 299 | TAMAQUA | PA | 18252 | NONE | PC | JOURNEY OF HOPE / EMERGENCY RELIEF SERVICES | $15,000 | |
| TIGER WOODS FOUNDATION | ||||||||
| 7401 LANSDOWNE AVE | PHILADELPHIA | PA | 19151 | NONE | PC | TGR LEARNING LAB PHILADELPHIA MAKERSPACE SUPPLIES | $25,000 | |
| VARIETY - THE CHILDREN'S CHARITY OF THE DELAWARE VALLEY | ||||||||
| PO BOX 609 | WORCESTER | PA | 19490 | NONE | PC | ACCESSIBILITY UPDATES FOR VARIETY'S RECREATIONAL SPACES | $43,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $843,846 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $97,794 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $440,624 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $597,729 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,136,147 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,136,147 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | DANNIBLE & MCKEE, LLP | CategoryTxt |
| Amt | $24,575 | Amt |
| Net Investment Income | $18,431 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,144 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | ELECTION TO AMORTIZE BOND PREMIUM | IdentifierTxt |
| Form And Line Reference | FORM 990-PF ELECTION STATEMENT | FormAndLineReferenceDesc |
| Medium Explanation | TAXPAYER HEREBY MAKES THE BOND PREMIUM AMORTIZATION ELECTION PURSUANT TO CODE SECTION 171(C). | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MORGAN STANLEY (#9932) | $448,799 | $448,799 |
| MORGAN STANLEY (#5770) | $1,819 | $1,819 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (7 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| FIDELITY DIVERSIFIED INTERNATIONAL (#5667) | $2,466,114 | $2,466,114 |
| SPARTAN 500 INDEX FUND ADV CL (#5667) | $5,954,312 | $5,954,312 |
| BLACK ROCK GLOBAL ALLOCATION | $942,212 | $942,212 |
| VANGUARD DIVIDEND GROWTH (#7218) | $1,095,560 | $1,095,560 |
| VANGUARD ST INVESTMENT GRADE FUND (#7218) | $4,198,057 | $4,198,057 |
| VANGUARD ST INF PRO | $1,343,917 | $1,343,917 |
| PERSHING (#6103) | $2,482,176 | $2,482,176 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,543,202 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,543,202 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | BOND SCHOENECK & KING, PLLC | CategoryTxt |
| Legal Fees | $12,000 | LegalFeesAmt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADMINISTRATIVE FEES | $893 | $447 | $446 |
| INSURANCE EXPENSE | $922 | $461 | $461 |
| MEALS | $5,492 | $2,746 | $2,746 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES HELD | Desc |
| Amt | $1,043,387 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $61,250 | Amt |
| Net Investment Income | $61,250 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX PAYMENT | $2,500 | $0 | $0 |
| NEW JERSEY ANNUAL REPORT | $61 | $0 | $61 |
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